Daniel William Barton
Investment adviser representative at Sachem Hill LLC
10 yearsExperience
2 statesRegistered in
$1.2BFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Sachem Hill LLCFeb 2026 to now
- PathstoneApr 2024 to Feb 2026
- Crestone Capital LLCJun 2018 to Mar 2024
- Crestone Capital LLCOct 2017 to May 2018
- Goldman SachsJun 2017 to Aug 2017
- University of Colorado BoulderAug 2016 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (CO, NE).
Sachem Hill LLC
$1.2BAssets managed
141Clients
4Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5857432
- Firm CRD
- 174210